My mission is simple, to make you money. I'm here to level the playing field for all investors. There's always a bull market somewhere, and I promise to help you find it.Mad Money starts now. Hey, I'm Kramer. WELCOME TO MAD MONEY. Welcome to Craig Friends.I'm just trying to make a little money. My job is not just to entertain, but to educate. So call me at 1800743 CBC. Tweet me at Jim Kramer.Come in to work and you'll learn that the Chinese are targeting all the frontier AI models, the anthropics, the openi ...

Market Trends and ETF Flows - The global ETF industry has reached a scale of nearly $22 trillion [1] - Tech ETFs recorded a historic inflow of $20 billion in July, driven by retail investors buying the dip despite market volatility [5] - Small-cap stocks are currently outperforming large-cap stocks across all 11 GICS sectors, marking a significant factor-based shift [21] - Money market funds saw massive inflows of $700 billion last year, as investors prioritize high-yield cash equivalents over traditional bond products [66] Investment Strategy and Performance - The P/E ratio for the market stands at 20.5%, indicating valuations are supported by earnings growth rather than just market speculation [7] - Active ETFs, such as T. Rowe Price’s small/mid-cap fund, have demonstrated strong performance with a 71% return since inception, outperforming the Russell 2500 index [42][44] - Small and mid-cap stocks are currently trading at a 25% to 35% valuation discount compared to large-cap indices, with earnings acceleration expected through 2027 [51][52] Risk Management and Industry Developments - The first U.S.-listed leveraged single-stock ETF (2x LCID) was liquidated following a termination event triggered by a 50% loss [1][38] - The DTCC is advancing the tokenization of ETFs, with a curated multi-blockchain strategy (including Canton and Stellar) to enhance institutional infrastructure [29][31][33] - A generational divide exists in fixed-income allocation, with investors under 45 holding only 3% to 4% in bonds, while the preference for ETFs over mutual funds increases significantly after age 40 [64][72]

Monday blues?Nah, we got Tesla and Google and Intel and Coca-Cola and IBM and ServiceNow and Texas Instruments and AT&T and GE Vernova and Philip Morris earnings this week. ...

AI Industry & Technology Trends - Chinese AI models like Moonshot's Kimi K3 (2.8 trillion parameters) and DeepSeek are emerging as powerful, cost-effective alternatives to U.S. frontier models, creating pricing pressure on companies like OpenAI and Anthropic [4][5][6][7][8] - Google is reportedly developing a new server chip, "Frozen V2," which is expected to be 6 to 10 times more efficient than existing homegrown chips to mitigate compute shortages [19][27][52] - Big Tech companies face investor scrutiny regarding the return on investment for billions of dollars in AI capital expenditures (CapEx) during the upcoming earnings season [13][14][41][43] Aerospace & Defense - Boeing is ramping up production with a backlog of orders, including a 100-jet order from China, while targeting a production rate of 63 aircraft per month for the 737 and 10 per month for the 787 [3][31][161] - Airbus is targeting a production rate of 75 aircraft per month by 2026 and plans to launch a next-generation narrowbody aircraft in the second half of the next decade, aiming for a 25% fuel burn improvement [83][84][86][87] - European defense strategy is shifting toward greater self-sufficiency, with Airbus emphasizing the need for collaborative, well-funded defense projects across the EU and UK [91][92][94] Macroeconomics & Market Dynamics - Brent crude prices remain volatile around $88-$90 per barrel amid Middle East tensions, including potential maritime blockades in the Red Sea affecting 4.5 million barrels of daily supply [20][22][24][113] - Partners Group raised $15 billion for a new infrastructure fund, which is 50% larger than its predecessor, targeting investment opportunities in energy security and AI-supporting infrastructure [123][125][131] - Small-cap stocks are experiencing a rotation as investors seek diversification beyond large-cap tech, with the Russell 2000 showing strong performance relative to recent years [55][57][103] - ADI is preparing for a spin-off from Resideo, with 75% of its products containing chips and memory, and maintains that demand for commercial security technology remains resilient despite pricing pressures [141][145][147][153]

Market Performance and Technology Sector - The S&P 500 index rose by 30 points and the Nasdaq increased by 210 points (0.8%) [2] - Chipmaker stocks showed strong growth: Micron rose 5%, Intel increased by nearly 4%, and AMD climbed 3.5% [2] - AMD launched "Helios," its first rack AI system to compete with Nvidia, and secured Microsoft as a new buyer [2][3] - Alphabet (Google) shares rose more than 2% following reports of the development of a more efficient AI chip [11] - Apple shares led the Dow lower, which fell 88 points, despite the stock hitting an all-time high the previous week [1] Energy Sector and Macroeconomic Impact - US crude oil prices hovered around $82 per barrel amid volatility [6] - National average gasoline prices returned to above $4 per gallon for the first time in approximately one month [8][9] - Brent crude is on track for its second-largest monthly gain since 2020 [10] - Houthi leaders declared a maritime embargo against Saudi Arabia, threatening the Bab el-Mandeb Strait, a critical global oil transit bottleneck [6][7] Corporate Developments and Regulatory Risks - A US District Court judge granted a temporary restraining order, delaying the proposed merger between Paramount, Skydance, and Warner Bros. Discovery due to antitrust concerns [4][5] - Paramount faces potential financial costs from a "ticking fee" if the deal closing is delayed beyond September 30th [5] - US airline stocks declined by approximately 15% this month, reflecting broader economic pressures [10]

Market Innovation and Trading Infrastructure - PancakeSwap has expanded its 24/7/365 trading capabilities for tokenized stocks, effectively removing traditional market closing time constraints [1] - Ondo Finance serves as the underlying infrastructure provider for these tokenized assets, enabling continuous trading across all time zones [1] Asset Expansion and Portfolio - The platform has added 10 new high-demand tokenized stocks, bringing the total number of 24/7 tradable assets to 16 [1] - The newly listed assets include major global technology and semiconductor firms such as Micron, SpaceX, SanDisk, Marvell, Intel, AMD, TSMC, Broadcom, Arm, and SK Hynix [1][2]

Earnings season is here.Which assets are you looking at this week?Trump's holding $GOOGL $INTC $NOW $TXN & a few. For trending assets, full list updated in app: https://t.co/crPbx2bKI4 ...

Fintech and Corporate M&A - PayPal shares surged following a $53 billion acquisition offer from Stripe and Advent International, signaling a resurgence in fintech M&A activity [1][2] - Samsung Biologics proposed a $1.8 billion all-cash acquisition of Switzerland’s Polypeptide Group to expand its global biomanufacturing footprint [7][8] Artificial Intelligence and Semiconductor Industry - TSMC is accelerating its $100 billion Arizona fabrication plant expansion to meet surging demand for AI chips [3] - Chinese firms Moonshot and Alibaba launched advanced open-source AI models, intensifying global competition with US-based OpenAI and Anthropic [6][7] - South Korea’s KOSPI index declined 4.5% amid a broader global sell-off in AI-related stocks [5] Market Volatility and Geopolitical Risks - SpaceX shares have dropped 45% from their post-IPO high as investors reassess private market technology valuations [8] - Gold prices are on track for their largest weekly decline in 6 weeks as geopolitical tensions and inflation concerns shift investor sentiment [4] - Oil prices remain volatile due to Middle East tensions, while average US gasoline prices have climbed to $4 per gallon [3][4][5][6] Economic Policy and Financial Stability - The China Securities Regulatory Commission intervened to stabilize markets after state-backed entities purchased nearly $9 billion in A-shares [9] - Rising student loan defaults in the US highlight increasing financial pressure on borrowers as payment obligations resume [9]

⚡️ Key Economic Events This Week:Tuesday - ADP Employment Change DataWednesday - Tesla (TSLA) & Alphabet ( GOOGL) Report EarningsThursday - Initial Jobless Claims Data & Intel ($INTC) EarningsFriday - July S&P Global Manufacturing PMI & New Home Sales DataWhat's your biggest market catalyst this week? ...